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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
Dunhill Financial
5426
Dunhill Financial
United Kingdom
USD 215 M +USD 20.3 M +10% 0.14% 58.6% 983 12.11% 0.8
Mirabaud Asset Management
5427
Mirabaud Asset Management
United Kingdom
USD 215 M -USD 27.4 M -11% 3.34% 136% 47 10.64% 0.8
Genesee Capital Advisors
5428
Genesee Capital Advisors
New York
USD 215 M +USD 7.31 M +4% 4.07% 107% 135 17.04% 1.7
Caldwell Sutter Capital
5429
Caldwell Sutter Capital
California
USD 215 M +USD 318 k +0.1% 1.03% 85.9% 930 5.91% 1.6
St. Johns Investment Management
5430
St. Johns Investment Management
Florida
USD 215 M +USD 2 M +0.9% 1.4% 91.9% 257 24.12% 5.6
First Financial Corp
5431
First Financial Corp
Indiana
USD 215 M +USD 5.14 M +2% 1.01% 95.3% 473 22.62% 6.1
ERFOTCOFW
5432
Employees Retirement Fund of the City of Fort Worth
Texas
USD 214 M -USD 4.77 M -2% 4.54% 30.5% 11 9.09% 1.8
HCM
5433
Hall Capital Management
Rhode Island
USD 214 M – – 0.23% – 101 – 6
Mitchell & Pahl Private Wealth
5434
Mitchell & Pahl Private Wealth
Oklahoma
USD 214 M -USD 704 k -0.3% 1.7% 82.3% 146 0.68% 3.6
Act Wealth Management
5435
Act Wealth Management
Texas
USD 214 M -USD 11.6 M -5% 0.52% 70% 53 20.75% 2.3
TSM
5436
Two Star Manager
Florida
USD 214 M +USD 7.07 M +3% 7.31% – 20 25% 0.7
BCR Wealth Strategies
5437
BCR Wealth Strategies
Alabama
USD 214 M +USD 1.91 M +0.9% 2.52% 45.1% 26 7.69% 2.1
Eastover Investment Advisors
5438
Eastover Investment Advisors
North Carolina
USD 214 M +USD 206 k +0.1% 4.05% 105% 48 6.25% 2.8
Verisail Partners
5439
Verisail Partners
Georgia
USD 214 M – – 3.32% – 34 – 0
GeoSphere Capital Management
5440
GeoSphere Capital Management
Florida
USD 214 M +USD 80.3 M +60% 12.1% 446% 55 72.73% 0.4
Veridan Wealth
5441
Veridan Wealth
Oregon
USD 213 M – – 1.48% – 82 – 0.4
Arbor Trust Wealth Advisors
5442
Arbor Trust Wealth Advisors
Michigan
USD 213 M +USD 23 M +12% 0.72% 63.8% 105 16.19% 3.7
Keeler & Nadler Financial Planning & Wealth Management
5443
Keeler & Nadler Financial Planning & Wealth Management
Ohio
USD 213 M +USD 8.18 M +4% 0.62% 72.1% 76 14.47% 1.8
Evergreen Private Wealth
5444
Evergreen Private Wealth
Colorado
USD 213 M -USD 2.28 M -1% 0.15% 80.2% 217 11.52% 0.9
Christensen King & Associates Investment Services
5445
Christensen King & Associates Investment Services
Washington
USD 213 M +USD 840 k +0.4% 0.3% 57.9% 100 9% 1
Socha Financial Group
5446
Socha Financial Group
New York
USD 213 M -USD 17.2 M -7% 2.42% 88.4% 28 28.57% 1.8
One William Street Capital Management
5447
One William Street Capital Management
New York
USD 213 M -USD 71.2 M -25% 5.43% 44% 5 60% 0.1
Cook Wealth
5448
Cook Wealth
North Carolina
USD 213 M +USD 14.2 M +7% 0.58% 7.36% 56 5.36% 1.8
Reliant Wealth Planning
5449
Reliant Wealth Planning
Kentucky
USD 213 M -USD 17.7 M -8% 1.22% 39.4% 30 20% 1.2
BIA
5450
Bigelow Investment Advisors
Maine
USD 213 M -USD 11.1 M -5% 0.24% 75.7% 157 8.28% 4.5